While email service providers (ESPs) such as MailChimp and MailerLite allow you to view campaign-level analytics, sometimes you need to view your email performance across multiple (or all) sends. Luckily, most platforms allow you to export your campaign data as well, for use in other software.
I’ve made heavy use of Microsoft Excel to consolidate all of my campaign data into easy to read charts and graphs for identifying trends. Then, Pivot Tables I can slice and dice the data to form more granular views and under what’s working and what’s not:
Download my free Email Reporting Template below. A guide on how to use it is included in the Excel workbook, but to summarize the three easy steps: 1) Export send data from your ESP, 2) Transfer the data into the designated worksheet, and 3) Refresh the Pivot Tables.
If you’re using MailChimp as your email service provider, I’ve also prepared a MailChimp Helper to prepare your export for the Email Reporting Template, found below. Again, instructions on how to use it are found within the workbook.
I hope you found this useful! If you have any questions, or requests, leave a comment below.